PortfolioCloud
HQ Address
Level 2, 696 Bourke Street, Melbourne, VIC 3000, Australia
Website Address
Business introduction
Get ahead with faster more flexible advice management tools
We want advisers and investment professionals to spend less time on manual tasks and more time on generating valuable advice for clients
PortfolioCloud is a leading provider of portfolio management and financial advice technologies
With a range of flexible services, we collaborate with financial specialists to streamline their processes and ensure they are able to focus on generating value for their clients.
With a diverse team of technology and industry professionals, we deliver market leading tools that enable advisers, fund managers, and financial institutions to get ahead and focus on what matters – delivering world class investment outcomes to their clients.
What started out as providing advice document generation and sophisticated workflow management tools, expanded rapidly to incorporate portfolio management, rebalancing technology and straight through trade processing. This technology suite provided the foundations for our current product offering, allowing us to service clients in a range of different product spaces, from non-discretionary financial advice through to full service Managed Account solutions.
Today, Portfolio Cloud services over 7 Billion dollars of client portfolios, completes over 1 million trades per annum, and continues to grow our footprint both locally and overseas.
PortfolioCloud Solutions
Portfolio Cloud
Portfolio management and rebalance technology Portfolio Cloud’s institutional grade rebalance algorithms allow firms to optimise portfolios at speed, knowing the outcomes are governed by a robust compliance framework. Portfolio personalisation, model portfolios, advice and APL management Allow firms to grow and adapt their investment proposition as their business requirements change. Whether it be......
